Vergo

Vergo connects to QuickBooks Online through Merge, our integration partner. You sign in to QuickBooks in a secure window, choose your company, and Vergo takes it from there. Setup takes a few minutes.

You need Administrator permissions in your QuickBooks Online company.

Have the username and password you use to sign in to QuickBooks Online ready.

- You need Administrator permissions in your QuickBooks Online company.
- Have the username and password you use to sign in to QuickBooks Online ready.

Click Connect. The connection window opens.

1. Log in to Vergo.
2. Go to [MENU PATH TO CONFIRM].
3. Click Connect. The connection window opens.

If you are asked to choose your accounting system, select Accounting, then QuickBooks.

Select Production to connect your live QuickBooks company. (Sandbox is only for QuickBooks test companies.)

1. If you are asked to choose your accounting system, select Accounting, then QuickBooks.
2. Select Production to connect your live QuickBooks company. (Sandbox is only for QuickBooks test companies.)
3. Click Continue.

A new window opens on the QuickBooks sign-in page.

Enter the username and password you use to sign in to QuickBooks Online.

If QuickBooks asks you to choose a company, select the company you want to connect to Vergo and continue.

1. A new window opens on the QuickBooks sign-in page.
2. Enter the username and password you use to sign in to QuickBooks Online.
3. If QuickBooks asks you to choose a company, select the company you want to connect to Vergo and continue.

Once you have signed in, the QuickBooks window closes and the connection window shows that QuickBooks Online is connected.

Your Vergo representative will confirm with you once your QuickBooks Online data is syncing.

A step-by-step guide to connecting Vergo with QuickBooks Online through Merge: start the connection in Vergo, sign in to QuickBooks, and choose your company.

How to set up the QuickBooks Online integration

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How to set up the QuickBooks Online integration

Before you start

Step 1: Start the connection in Vergo

Step 2: Choose QuickBooks Online

Step 3: Sign in to QuickBooks Online

Step 4: Confirm the connection